A detailed history of Client 1 St Advisory Group, LLC transactions in Southern CO stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 6,803 shares of SO stock, worth $595,942. This represents 0.23% of its overall portfolio holdings.

Number of Shares
6,803
Previous 6,803 -0.0%
Holding current value
$595,942
Previous $488,000 7.99%
% of portfolio
0.23%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024

BUY
$62.71 - $73.08 $51,422 - $59,925
820 Added 13.71%
6,803 $477,000
Q2 2023

Aug 14, 2023

BUY
$68.97 - $75.66 $179,322 - $196,716
2,600 Added 76.85%
5,983 $420,000
Q1 2023

May 15, 2023

SELL
$62.32 - $72.5 $26,299 - $30,595
-422 Reduced 11.09%
3,383 $235,000
Q1 2022

May 13, 2022

BUY
$62.84 - $72.51 $30,351 - $35,022
483 Added 14.54%
3,805 $276,000
Q4 2021

Feb 14, 2022

BUY
$61.1 - $68.58 $202,974 - $227,822
3,322 New
3,322 $228,000

Others Institutions Holding SO

About SOUTHERN CO


  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $95.4B
  • Description
  • The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation asset...
More about SO
Track This Portfolio

Track Client 1 St Advisory Group, LLC Portfolio

Follow Client 1 St Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Client 1 St Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Client 1 St Advisory Group, LLC with notifications on news.